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1. add a new status

   127 votes

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   28 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  March 27, 2019  ·  Delete…

   For Life insurance accounts we need more options after pending . not taken, declined would be great additions

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   Anonymous supported this idea  ·  March 27, 2019